Bransford Financial Planning Ltd

Independent Financial Adviser  139A Bransford Road, Worcester, Worcestershire, WR2 4EZ
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FCA authorised
Last authorised 21st September 2020
We are proud of our independent status, any financial products recommended are selected having considered the whole market place.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
Mark Davis
Financial Planner
About us

Mark founded Bransford Financial Planning with the aim of providing much more than arranging transactions.

After moving into financial services in 1990 he has many years of varied experience and is passionate about delivering outstanding service to new and existing clients.

Mark aims to help those he advises to create a life they love. Identifying those things that are important but seem to get put off and bringing them to life.

I want to provide you with the confidence to live the life you want, and this process starts with you and not financial products or funds – it is all about you.

I want to understand what you want to achieve and when you want to achieve it by? We can then create a plan of action, but it doesn’t end there. I provide an ongoing service where we will review your progress in relation to your goals and make appropriate adjustments to keep you on track.

Whether you are an individual approaching or in retirement, looking for peace of mind and tax efficiency or a business owner seeking help with an exit plan, I can help.

Our services

We offer Financial Planning and Wealth Management advice.
Our process starts with understanding your current position and what you want to achieve, which gives us a route to follow.
We set a plan of action.
We meet annually to discuss your progress and make any adjustments that may be necessary to give you best chance to reach your goals.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

139A Bransford Road, Worcester, Worcestershire, WR2 4EZ

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